Complete the core
Learn the probate process, prospect, positioning, appointments, and business planning across five required courses.
Education → certification → business growth
How Probate Mastery Works.
Build your probate business in stages: complete the courses to earn your Certified Probate Expert designation, then add live coaching, accountability, and the opportunity for local deal referrals through Mastery Academy.
Start where you are. Take courses individually or choose a certification bundle. Mastery Academy is the next growth stage after CPE—not a competing path.
The Probate Mastery journey
01Build the foundationFive core curriculum courses
02Earn your CPEAdd one elective and complete certification
03Grow with supportWeekly Mastery Academy coaching
04Work your marketYour pipeline, plus possible network referrals
Courses are the foundation. Coaching helps you put them to work.
The designation and membership serve different stages of the same business.
See the four stages ↓The designation and membership serve different stages of the same business.
The full picture
One journey. Four clear stages.
Begin with the education, qualify for the designation, and decide how much ongoing support you want as you build in your market.
Earn the designation
Choose at least one CPE elective and finish the certification requirements to earn your Certified Probate Expert designation.
Join Mastery Academy
As a CPE, add weekly coaching, role play, and accountability for $97 per month.
Work your market
Build your own pipeline while Estate Aid Network may identify and hand off qualified local opportunities.
Prefer to start small? Individual courses remain available. You can assemble your certification coursework à la carte or select a bundle.
Stages 1 + 2 · education and credential
Learn the work. Earn your CPE.
Certified Probate Expert (CPE) is a designation earned through Probate Mastery training—not just a course purchase. Complete all five Core Curriculum courses and at least one CPE elective, then satisfy the certification requirements.
Choose individual courses when you want to build at your own pace, or choose a certification bundle for the complete route. Both lead to the same designation.
Certified Probate Expert
What earning CPE takes
- Complete five Core Curriculum courses
- Choose and complete at least one CPE elective
- Complete the quizzes and certification requirements
- Use your earned designation in your probate practice
After certification
Mastery Academy
$97 / month
- Live weekly access to coaching
- Role play and conversation practice
- Accountability as you build your pipeline
- Eligibility for network-generated referral opportunities
Stages 3 + 4 · ongoing growth
Practice live. Grow in your market.
Once you have earned CPE, Mastery Academy gives you a weekly place to sharpen your skills, get coaching, practice conversations, and stay accountable to the work in your market.
Membership also makes you eligible for potential local deal referrals from our sister company, Estate Aid Network. You keep building your own pipeline; the network works probate leads alongside you, not instead of you.
Our sister company
How Estate Aid Network fits in.
Estate Aid Network helps families navigate probate and estate administration with practical education, guidance, resources, and connections to local service providers. When real estate is involved, it can connect a family or executor with a vetted local professional trained through Probate Mastery. Bruce Hill brings these two sides together: education for professionals and support for families.
For families
Estate Aid helps families understand the process, coordinate the services an estate needs, and find trusted local help. When a family needs real estate guidance, it can introduce a Certified Probate Expert who is prepared to serve them.
For members
You continue building your own local pipeline. Estate Aid works with families alongside you, not in place of you. When a family it is helping needs a real estate professional in your market, that relationship may become a warm handoff.
Lead supply is not required for referral eligibility. Buying leads through Estate Aid or sharing local leads gives its team more families to reach and support in your market, which can increase the opportunity for a handoff.
Referrals are conditional. No volume is promised. Network-generated real estate deals carry a referral fee payable to Estate Aid Network when they close; deals you generate yourself are your own.
Straight answers
Questions about probate certification and referrals.
Here is how the training, designation, membership, and network fit together.
How do you become a Certified Probate Expert?
Complete all five Probate Mastery Core Curriculum courses, choose and finish at least one CPE elective, and satisfy the certification requirements. The courses can be purchased individually or through a certification bundle.
Can I buy Probate Mastery courses individually?
Yes. You can begin with one course and build toward certification at your own pace. A certification bundle packages the required route, but it is not the only way to earn CPE.
What is included in Mastery Academy?
For $97 per month, CPEs get live weekly coaching, role play, and accountability. Members are also eligible for potential Estate Aid Network deal referrals in their markets; eligibility does not guarantee a referral.
Do I have to buy probate leads to receive a referral?
No. Lead purchases and lead contributions are not prerequisites for referral eligibility. More local leads available to Estate Aid give its team more families to reach and support alongside you, which can improve the opportunity to identify a qualified handoff.
When does a referral fee apply?
A referral fee is paid to Estate Aid Network on closed real estate deals generated and handed off by the network. Your self-generated deals remain your own. Review the membership details for the referral agreement.
Does Estate Aid Network replace my own outreach?
No. Members continue building and working their own local pipelines. Estate Aid supports families alongside them and may provide additional warm opportunities when a family needs a real estate professional.
Your next step
Browse the course library →Start with the courses. Build from there.
See the individual courses and certification bundles, then decide how you want to begin.